Lisa A. Orro

Member, Director of Tax Services

Lisa is the Tax Team Leader for Weiss Advisory Group. She has been a member for over a decade. She began her tax & accounting career as a staff accountant for Avon Products, Inc. She then moved into the public accounting sector, and prior to joining our firm, worked for two local CPA firms, both based in Westchester County.

Lisa holds a Bachelor’s Degree in Accounting from Pace University. She has over two decades of experience, working closely with individuals and small businesses to deal with all areas of accounting and tax planning. Lisa is also a public notary and currently working on becoming an enrolled agent.

Richard F. Weiss, CFP®, CHFC®, CPA, PFS®, CEP®, CLU®

Founder

Richard has over four decades of of experience in public accounting that equips him with wisdom that is invaluable. He is the founder of Weiss Advisory Group, and he continues to serve as a consultant to Weiss Advisory Group. 

• In addition to his role as consultant to Weiss Financial Group, he sits on the Board of Directors for the Putnam County Savings Bank and Putnam County Housing.
• Richard holds a Bachelor of Business Administration degree in accounting from the City University of New York.
• Having served clients as a financial services professional for decades, his list of credentials includes: CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Personal Financial Specialist (PFS®), Chartered Life Underwriter® (CLU®) and Certified Public Accountant (CPA).

Keith D. Weiss, CFP®, MBA

Managing Member

Keith has been with Weiss Advisory Group for over two decades. He consults with Individuals & Small Business owners to navigate the tax codes. Keith helps small business owners with navigating tax avoidance - legal methods used by the taxpayer to minimize the amount of income taxes owed. If you are a corporate employee (i.e. Regeneron, Pepsi, Amazon, Google, MasterCard, IBM, Con Ed) or a public employee (i.e. teacher, police officer, firefighter), Keith helps guide his clients  with their 401(k), 403(b), 457, Pensions, and stock options.

Specialties

• Qualified Retirement Plans (401k, SEP-IRA, SIMPLE-IRA)
• Dealing with Stock Options (ISO, NSO, RSU) 
• Pensions
• Retirement Planning